Trump’s tariffs have inflicted almost $12 billion of losses on global automakers, the biggest hit they have faced since the pandemic. This may be just the beginning. https://t.co/Vk37HsJ0t3 ...

Tariff Impact & Uncertainties - President Trump 表示致力于在美国建设的公司将不会被征收关税，但具体细节尚不清楚 [1] - 关税将适用于原始芯片本身还是最终产品（如手机或笔记本电脑）尚不明确 [2] - 公司需要在美国进行多少投资才能避免关税，以及考虑到全球供应链，实际上有多少产品需要在美国制造，这些问题仍然未知 [2] - 目前尚不清楚关税的具体应用，以及哪些产品将受到影响 [5] Company Investment & Mitigation Strategies - 台积电 (TSMC) 已承诺向美国投资近 2000 亿美元，包括最先进的芯片工厂，可能能够减轻关税影响 [3] - 三星 (Samsung) 也承诺在美国进行投资 [3] - 苹果 (Apple) 表示三星将在其德克萨斯工厂生产其即将推出的产品的图像传感器，市场认为该公司可以避免关税 [4] - SK 海力士 (SKH Highix) 宣布计划在美国建立近 40 亿美元的芯片封装厂 [4] - 英伟达 (Nvidia) 计划在未来四年内通过制造合作伙伴关系在美国生产高达 5000 亿美元的人工智能基础设施 [5] Potential Benefits - 如果在美国建立更多的芯片工厂，这可能会帮助供应链中的芯片供应商，例如 ASML [5] - 投资者认为已承诺在美国运营的公司可能会获得豁免或避免最严重的关税 [5]

Trade Policy - Tariffs do not necessarily hurt the exporting country [1] Economic Commentary - Donald Trump's latest tariffs are taking effect [1]

Semiconductor Industry & Government Initiatives - The CHIPS Act received bipartisan support and aims to boost domestic chip manufacturing [1][2] - The administration views attracting corporate investment in domestic manufacturing as a key achievement [3] - The CHIPS Act initially saw little progress in terms of actual construction and production [4] Trade & Tariffs - A potential 100% tariff on chips and semiconductors imported into the United States was mentioned [5] - Analysts are skeptical that a 100% tariff will be implemented, suggesting a more realistic range of 40-50% [7] - The president's tariff threats are viewed as a negotiation tactic [8] Apple's Supply Chain - Apple is aiming to create an end-to-end silicon supply chain within the United States [9] - Apple has committed to sourcing 100% of the glass for its products in the U S [10] - In-line assembly will still be conducted outside of the U S, indicating that a fully domestic supply chain is not yet feasible [10][11]

Africa is rushing to soften the blow of Donald Trump’s tariffs https://t.co/v4Wzq1ZYiS ...

Whether you get higher prices, lower quality or fewer options, American consumers will eventually pay for Trump’s tariffs https://t.co/68XBXSUF5A ...

Trade Policy & Tariffs - The Trump administration imposed reciprocal tariffs on imports from nearly 70 countries as part of an effort to reorder global trade [1] - Switzerland faced a 39% tariff after failing to negotiate a trade deal [1] - Tariffs on India doubled as punishment for buying Russian oil, with rates spiking from 25% to 50% on August 27th [1] - A potential 100% tariff on key tech components like chips and semiconductors was considered, but waived for companies building in the US [1] - US tariffs reached levels not seen in almost a century [1] - Tariffs on imports were approximately 10 times higher compared to the previous year for countries with framework deals like the EU and Japan [1] Economic Impact & Investment - Apple planned to invest an additional $100 billion in the US to buy more parts domestically [1] - Apple previously announced plans to spend $500 billion and hire 20,000 people in the US over four years, but has a mixed record on fulfilling such promises [1] - The White House claimed that $17 trillion in investments had been brought back to the US, which is more than half of US GDP, but this claim is unsubstantiated [3] - The US lost 11,000 manufacturing jobs in the last month [3][7] Company Strategy & Geopolitics - Apple may have found a way to avoid tariffs by promising investments in the US [1][2] - Nvidia faced potential export bans to China but continued to sell advanced chips after discussions with the White House [4] - Nvidia took a $55 billion dollar charge due to restrictions on selling chips to China [4] - Apple's supply chain relies on cheap labor in China and Taiwan, making it difficult to shift manufacturing to the US [5]

Trade Policy - Historic tariffs implemented, potentially reshaping the global economy [1] - Significant reshaping of the global economy could be the most substantial in a century [1]

Trump's historic tariffs have gone into effect, marking what could be the most substantial reshaping of the global economy in a century. https://t.co/7pdzG1YMGU ...

RT GEM HUNTER 💎 (@TrueGemHunter)Trump smashing markets with tariffs again ...